See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,411 | $109,359+19.3% | $162,163-19.6% | $72,985+78.7% |
| Participation rate | 91.9% | 84.3%+7.6pp | 87.6%+4.3pp | 69.5%+22.4pp |
| Annual return | 20.63% | 25.46%-4.8pp | 115.59%-95.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,481 | $3,907-62.1% | $5,614-73.6% | $2,440-39.3% |
| Participant deferral / active EE | $7,012 | $5,481+27.9% | $7,298-3.9% | $3,607+94.4% |
| Admin fee / account holder | $6,460 | $7,972-19.0% | $10,843-40.4% | $5,124+26.1% |